Greg Richard Halat

Current Employers

Employment History

• 04/2003 → 11/2019
  North Star Consultants, Inc
  Madison, WI
• 09/2003 → 11/2019
  Securian Financial Services, Inc
  St Paul, MN
• 09/2003 → 11/2019
  C.R.I. Securities, Inc
  St. Paul, MN
• 12/2019 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 12/2019 → 10/2021
  Cri Securities, Llc
  Minneapolis, MN
• 12/2019 → Present
  North Star Consultants, Inc
  Madison, WI
• 12/2019 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Madison, WI
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-12-13 → 2023-08-10
  Securian Financial Services, Inc.
  Madison, WI
  Madison, WI
  St. Paul, MN
• 2019-12-13 → 2021-10-19
  Cri Securities, Llc
  Madison, WI
  Madison, WI

Other Businesses

1. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE - FIXED INSURANCE AND EMPLOYEE BENEFITS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2019 ADDRESS: 2701 University Avenue SE, Minneapolis MN 55414, United States DESCRIPTION: Annual compensation varies. Firm level fixed insurance. Offering clients group/employee benefits and fixed insurance options; 2. NAME OF OTHER BUSINESS: BLACKHAWK COUNTRY CLUB, INVESTMENT RELATED: NO, ADDRESS: 3606 BLACKHAWK DR., MADISON, WI, 53705, NATURE OF BUSINESS: GOLF CLUB, START DATE: 06/2023, POSITION/TITLE/RELATIONSHIP: CO-CHAIR OF GOLF COMMITTEE, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOUR, BRIEF DESCRIPTION OF DUTIES: HELP GOLF CLUB MAKE DECISIONS IN THE BEST INTEREST OF THE CLUB; 3. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: SUCCESSOR TRUSTEE FOR FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SUCCESSOR TRUSTEE; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: SUCCESSOR TRUSTEE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SUCCESSOR TRUSTEE FOR FRIEND;

Exams

• S66 Uniform Combined State Law Examination
  2019-05-06
• S63 Uniform Securities Agent State Law Examination
  2004-07-19